Use Reasons to define why a document, vendor, or customer has been put on hold. For example, if a customer exceeds their credit limit, you would use Customer on Credit Hold as the reason.
Reasons can also be required when resources add or change time for days prior to the current date. See also Time Entry Reason Codes.
The following reasons are preloaded in the System for your use, and cannot be changed:
All Items Received – Available for completed orders.
Amount in Excess of Credit Limit – Available as a System Hold Reason in Customer and on the Main tab in Customer Invoice and Adjustment.
Blanket Purchase Order Expired – Available on the Main tab in Customer Invoice and Adjustment.
Customer on Credit Hold – Available as a System Hold Reason in Customer and on the Main tab in Customer Invoice and Adjustment.
Item Deleted – Available for status history.
Other – Available on the time entry Reason dialog when your system requires a reason for adding or changing time for days prior to the current date.
Possible Duplicate Invoice – Available as a Payment Hold Reason in Vendor and on the Payment tab in Vendor Invoice and Adjustment.
Recurring Purchase Order Expired – Available on the Main tab in Customer Invoice and Adjustment.
Vendor Not Approved – Available as a Payment Hold Reason in Vendor and on the Payment tab in Vendor Invoice and Adjustment.
Creating Reasons
Select Administration | Setup | Reasons.
Click New to create a new reason. The Reason dialog is displayed.
In Description, type a short description for the reason.
In Where Used, click the Select check box for each Where Used item to which to apply the reason. The valid Where Used items include the following:
Credit Hold – Use for Customer and Customer Invoice and Adjustment.
Payment Hold – Use for Vendor and Vendor Invoice and Adjustment.
Time Entry – Use for time entry forms in Beyond Client and/or Beyond Mobile.
Click Save and New, or click Save and then click New, to save the current reason and start adding the next.
Changing Reasons
You can change only custom reasons, not the preloaded reasons.
Select Administration | Setup | Reasons.
Double click an existing custom reason description. The Reason dialog is displayed.
In Description, you can change the short description.
In Where Used, you can add or remove Where Used items.
Click Save and New, or click Save and then click New, to save the current reason and start adding the next.